Lumary AC - This article explains how to populate unspent funds accrued under Home Care Package (HCP) onto a Funding Source for use within Support at Home.
Required packages and permissions
Available with: Lumary AC 2.10 and later
This article explains how to capture and track unspent Home Care Package (HCP) funds when clients transition into the Support at Home program.
Clients who transition from the HCP program into Support at Home may retain unspent HCP funds. These funds must be recorded correctly so they can be tracked separately from Support at Home quarterly budgets and used in line with program guidelines.
This article explains how to record unspent HCP funds for:
This article also explains how to view a client's unspent HCP funds.
For new clients (capture during onboarding)
If the client is new to your organisation and onboarding directly into Support at Home with unspent HCP funds:
For new clients, it is expected that any funds previously held by other providers have already been transferred to the Commonwealth. Therefore, only the portion of unspent HCP funds held by the Commonwealth will be available.
To set a client's unspent funds on the onboarding process:
- Navigate to the relevant client's contact record.
- Click on the Create SAH Agreement button at the top of the record. You may need to use the drop-down arrow to find this option.
- Fill out the client's Care Recipient Scenario. Once this is populated, the Home Care Package Unspent Funds section will appear depending on whether the client has transitioned from the HCP program.
- Indicate whether the care recipient has any Unspent Funds available for consumption.
- Fill in the HCP Commonwealth Unspent Funds to be carried over field.
- Continue to complete the standard client onboarding process.
- Once the client onboarding process is completed, the created Funding Source will include the amount from the 'HCP Commonwealth Unspent Funds to be carried over' field from onboarding. This amount will be in the 'Home Care Account Transfer In Amount' field on the Funding Source
Capturing unspent funds during onboarding ensures they are available from the start of the client’s Support at Home services and correctly separated from new quarterly allocations.
For existing clients (update the funding source)
To add unspent HCP funds to an existing Support At Home budget:
- Navigate to the client's contact record.
- Click on the Funding tab. You may need to click on the More drop-down list to find the Funding tab.
- Once you're in the Funding tab, look for the Budget tab listed under it.
- Scroll down to the Funding Sources section.
- Look for the funding source that has a record type of Support At Home and status of Current. You may need to click View All to find it.
- Click on the drop-down arrow at the end of the row and select Edit.
- This will open a form that will allow you to edit the funding source record. Scroll down to the Transfer Details section.
The following table explains the purpose of each of the transfer details fields.
| Field | Purpose |
| Home Care Account Transfer In Amount | The amount of unspent HCP funds held in Services Australia home care account balance (Government held unspent funds) either as of 31 October 2025 or from the previous provider. |
| Provider-held Unspent Cth Amount | The amount of unspent HCP funds (Commonwealth portion) held by the provider as of 31 October 2025. |
- Once you've added your client's transfer details, click on the Save button.
- This will re-calculate the Total Allocated Funding on the Budget Item's for Home Care Account and/or Commonwealth for this client.
View a client's unspent HCP funds
To access the funding dashboard:
- Click on the Funding tab in a client's contact record.
- Once you're in the Funding tab, look for the Dashboard tab listed under it.
- You can view the client's unspent HCP funds under the Remaining Unspent Funds section, which includes the total allocated funding minus any amount that has been paid (claimed) via Services Australia.